Client Service Officer - Team leader

We are a converged firm offering advisory, financial planning, accounting, and SMSF services, staffed by dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle. As a result of continued growth, we are looking for an experienced CSO who will support our advisors through the implementation of compliant advice, ensuring all client needs are met in a timely and professional manner. This pivotal role is responsible for managing and enhancing relationships, as well as; Acting as the primary point of contact for clients, resolving queries and requests. Coordinating the team’s workload and reviewing all ROA and SOA documents for advisors. Liaising with internal and external stakeholders to ensure the smooth delivery of services. Ensuring compliance with regulatory requirements, and maintaining up-to-date records. Providing administrative support to advisers, including scheduling and preparing for client meetings; and Assisting in projects for process improvement, technology, and client experience. Our ideal candidate is: Results-driven and passionate. You care about helping your clients achieve their goals and deliver great customer service. Efficient and meticulous. You have exceptional attention to detail and prioritise tasks based on deadlines and commitments. Stakeholder management. You love working with people and take pride in communicating clearly and effectively to achieve desired outcomes. Structured yet adaptable. Schedules shift, priorities change, and urgent matters arise; you can be flexible, persistent, and adaptable to the dynamic nature of a growing firm. Skills & Experience: 5 years of experience within the Financial Planning industry 2 years experience in a similar role Formal qualifications in Financial Planning Exceptional communication and relationship management skills Previous experience using XPLAN A desire to learn, share your knowledge and progress Why work with us? ‘Your future is our focus’ applies to both our clients and our employees. We make sure all employee’s have access to the right training and opportunities to further their careers and knowledge of the industry whilst working with a variety of exciting clients and supportive team members. We also offer; A fun, supporting and inclusive culture, Attractive remuneration package with clear KPIs and reviews, On the job, internal and external training to develop your technical, business, and personal skills, Diverse range of benefits including additional annual leave, active social committee, and wellbeing initiatives, The opportunity to be a part of a converged firm delivering integrated services to our clients; and A workplace conscious of its environmental and community footprint. If you are looking for the opportunity to work for a dynamic firm with genuine long-term prospects for the future, this may be the role for you. To learn more about us go to https://obbc.com.au/

Location: Preston South, AU

Posted Date: 3/1/2025